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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,926 | $72,492-73.9% | $87,104-78.3% | $72,975-74.1% |
| Participation rate | 48.0% | 72.8%-24.8pp | 76.9%-28.9pp | 69.5%-21.5pp |
| Annual return | 13.94% | 24.46%-10.5pp | 28.19%-14.3pp | 81.01%-67.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,516 | $3,270-53.6% | $4,048-62.6% | $3,608-58.0% |
| Admin fee / account holder | $1,825 | $5,055-63.9% | $7,491-75.6% | $5,124-64.4% |